₿itcoin & Freedom
Dallas, TX
Joined June 2025
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This is what one of the fastest growing companies in the world looks like:
Strive started the summer (June 30th) with 19,864 BTC and a $0.75B market cap.
Now:
19,864 → 35,595 BTC (+79%)
$1.17B → $2.94B stack (+151%)
$144M → $310M cash (+115%)
$783M → $1.40B SATA notional (+79%)
$0.75B → $3.5B market cap (+367%)
They just announced a $500M IPO for $SATS, a 15% preferred stock, to buy even more bitcoin and amplify the common on a regular cadence.
Oh, and zero debt.
Still early.
William Wallets retweeted
Pivot @Strategy $600 MSTR stock price needs 2.09X NET mnav. grainofsaltsf.com/mstr-1000?…
William Wallets retweeted
My Pivot. More Bitcoin is not a sufficient answer to the common shareholder for a ₿ Treasury Company.
Show me what it takes to pump the stock price up.
$100 $ASST, assuming $100k Bitcoin, 100K BTC held, 50% preferred amplification, and the model’s default share-growth assumptions.
4.20× NET mNAV required.
Management controls ₿ purchases and share issuance.
Management does not control the premium the market will award.
That’s why I’m working backwards now: choose the stock price, ₿ Held, ₿ Price and Amplification.
NET mNAV is calculated. "Total Return"
grainofsaltsf.com/strive-100…
William Wallets retweeted
I’m co-hosting All Things Markets tomorrow with @Scaramucci filling in for the other Mike @novogratz. Please join us at 4pm ET / 1pm PT.
William Wallets retweeted
William Wallets retweeted
If you survived the Bitcoin bear market, please feel permissioned to brag and shout about it all throughout the bull.
I want to read how great you all are on my timeline, because the bears never relent on the red days.
The loudest have now disappeared.
Funny how that works.
William Wallets retweeted
Join members of the Strive team in Austin next Wednesday, 10/28, to celebrate the 100th dividend of $SATA.
$21 gets you food, drinks, and gift bag with limited-edition swag.
Only 65 spots available. To register, visit luma.com/nbcsxjph
William Wallets retweeted
If you’re in Austin next week, come talk amplified Bitcoin and Digital Credit with us.
Join members of the Strive team in Austin next Wednesday, 10/28, to celebrate the 100th dividend of $SATA.
$21 gets you food, drinks, and gift bag with limited-edition swag.
Only 65 spots available. To register, visit luma.com/nbcsxjph
William Wallets retweeted
$ASST closed at $30.74 today, its highest close of 2026.
+13.6% on the day.
William Wallets retweeted
No one’s ready for $150k BTC.
$ASST will be the best performing equity in the world for the next 1-2 years imo.
William Wallets retweeted
A new BTC demand driver is emerging.
Our latest research piece from analyst Zack Wainwright examines the rise of perpetual preferred stocks -- another transparent demand driver we can observe for BTC.
He puts their growth in the context of Bitcoin ETPs, examines why they may appeal in a world of expanding fiat and debt, and closes with a comparison to the Pyramids of Giza to illustrate the market's potential scale.
fidelitydigitalassets.com/re…
William Wallets retweeted
Strategy and Strive bulls only.
8pm Pacific, 11 Eastern tonight.
Not recording. @BritishHodl
xitter.cf/i/spaces/1dGYlaElrZvKX
RT @AdamBLiv: Within roughly 48 hours:
JPMorgan formally modeled Bitcoin outperforming traditional asset classes over the long term.
Fide…
